Welcome to Attio! Whether you're tracking deals, managing your fundraising pipeline, or trying to stay on top of your network - you can build out the perfect workflow in Attio.
There are a lot of things you can do in Attio but this article will focus on how to get started managing your contacts and building out your workflows in collections.
Attio syncs with your email, pulls in your contacts, and enriches your data around them. This unlocks a powerful shared network for your team.
*Alternatively, you can opt out of email syncing, import your contacts manually, and forward in relevant emails as needed.
Contact pages host all of the relevant data around a single contact (company or person) on one page.
A collection is a database of contacts specific to a workflow and all the relevant data you track about them.
There are a few different ways to get started on a new collection and everything can be customized to fit your workflow.
An entry is an individual item in a collection, it can be used to represent a Deal, Opportunity, Candidate Application, etc.
In this example, an entry represents a candidate in our recruiting collection.
Pro tip: Use the keyboard shortcut e anywhere in Attio to create a new entry.
Attributes represent the additional information you want to track about each entry in a collection.
In this example, I'm creating two attributes to track for candidates on my recruiting pipeline.
Pro tip: set default values for your attributes to save time on data entry.
Views allow you to filter entries the data displayed for the task at hand. You can create as many views as necessary to bring clarity to different pieces of your workflow.
In this example, I've created a personal kanban view in our sales collection.
The data in my view is updated in real-time as new entries enter the pipeline and attribute values are updated.
You now know how to sync your contacts into Attio and manage each relationship in a way that matches your workflow. In our next guide, we'll focus on how to collaborate with your team in Attio.